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Financial Alternatives, Inc: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Alternatives, Inc on DFAC, newest first. How the timeline and the estimate are built.

Financial Alternatives, Inc held 834,859 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 834,859 shares
    Change vs previous 13F +1,851 shares

    18.25% of the 13F portfolio, value $37,034,356.

    13F-HR 0001967227-26-000003 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 833,008 shares
    Change vs previous 13F +192,458 shares

    17.45% of the 13F portfolio, value $32,370,685.

    13F-HR 0001967227-26-000002 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 640,550 shares
    Change vs previous 13F +13,623 shares

    14.74% of the 13F portfolio, value $25,359,369.

    13F-HR 0001967227-26-000001 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 626,927 shares
    Change vs previous 13F +6,904 shares

    14.64% of the 13F portfolio, value $24,180,557.

    13F-HR 0001967227-25-000005 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 620,023 shares
    Change vs previous 13F +4,830 shares

    14.46% of the 13F portfolio, value $22,221,613.

    13F-HR 0001085146-25-004559 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 615,193 shares
    Change vs previous 13F -24,027 shares

    14.47% of the 13F portfolio, value $20,295,222.

    13F-HR 0001085146-25-002567 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 639,220 shares
    Change vs previous 13F +28,898 shares

    15.59% of the 13F portfolio, value $22,110,634.

    13F-HR 0001085146-25-001264 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 610,322 shares
    Change vs previous 13F not available

    14.72% of the 13F portfolio, value $20,927,956.

    13F-HR 0001085146-24-005795 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).